U.S. stock market midday update: MACOM Technology rises 11.32%, new board appointment and industry strength boost stock price

U.S. Stock Market Midday Update MACOM Technology rose 11.32%. Based on recent key news: On January 12, MACOM Technology Solutions Holdings announced the appointment of Bryan Ingram as an independent director. Ingram has extensive management experience in the semiconductor industry, and this appointment is seen by the market as a positive change in corporate governance, driving the stock price up. On January 10, despite receiving a buy rating from analysts, some top analysts believe that five other stocks offer more investment value. This rating information may affect investor sentiment but did not prevent the stock price from rising. The semiconductor industry has performed strongly recently, with significant capital inflows. Stocks with High Trading Volume in the Industry NVIDIA rose 0.73%. Based on recent key news: On January 12, NVIDIA announced a joint investment of $1 billion with Eli Lilly to build an AI drug laboratory, promoting the application of AI in the pharmaceutical industry. This move demonstrates NVIDIA's strategic expansion in the AI field, enhancing market confidence. On January 10, NVIDIA acquired Groq to solidify its position in the AI data center market, preventing competitors from losing technology and further strengthening its market monopoly. On January 12, Nomura Securities analysts pointed out strong demand for AI networking equipment, with NVIDIA being one of the beneficiaries of high-end optical module products, and the market expects its role in AI data centers to continue to strengthen. The demand in the AI industry is strong, and market confidence is increasing. Micron Technology rose 0.04%. Based on recent key news: On January 12, Micron Technology announced plans to build a massive wafer fabrication facility in New York State, expected to break ground on January 16. This move shows Micron's proactive capacity expansion in response to the surge in AI demand to alleviate the tight supply of memory. This news drove Micron's stock price up. On January 12, Moore stated that due to the surge in AI demand, the memory shortage issue is expected to last until 2028. Micron's expansion plans and the anticipated growth in market demand further propelled the stock price upward. On January 10, a Nomura Securities report indicated that SanDisk plans to raise prices for enterprise-level 3D NAND storage chips, driving Micron Technology's stock price up by 5.5%. This trend is driven by the transformation of AI storage architecture, showing strong market demand for high-end storage products. AI demand is driving changes in the storage industry, and risks need to be monitored. AMD rose 2.98%, with increased trading volume. Based on recent news: On January 12, OpenAI reached a partnership with AMD, with OpenAI acquiring a 10% stake in AMD and planning to deploy 6 gigawatts of GPUs over the next few years, potentially worth over $200 million. This partnership is expected to significantly enhance AMD's market position and revenue On January 11, the market demand for inference optimization chip design increased, and AMD is expected to achieve significant growth in net income and operating revenue. There are no signs of a slowdown in accelerated computing demand by 2026, indicating that the hyperscale market will continue to bring billions of dollars in revenue to AMD. On January 10, investors are confident that AMD will achieve its ambitious goals first proposed in November. AMD's stock has performed well over the past year, with growth potential pointing to more earnings. The overall industry is performing strongly, with sustained growth in AI demand. Top stocks by industry market capitalization TSMC rose by 2.05%. Based on recent key news: On January 12, TSMC's stock price hit a record high, influenced by a surge in U.S. stocks and a 1.77% increase in TSMC ADR, leading to a significant rise in the Taiwan stock market at the opening, with the weighted index reaching a historical high. TSMC's stock price once reached NT$1,705, reflecting strong market expectations for its earnings call and AI demand. Source: Zhitong Finance On January 12, TSMC's revenue for the fourth quarter of last year exceeded NT$1 trillion, a year-on-year increase of 31.6%. Foreign investors estimate that the gross profit margin will rebound to 62%, driven by strong demand for AI chips and full capacity at the 3-nanometer process. Source: Zhitong Finance On January 12, JP Morgan raised TSMC's target price to NT$2,100, expecting an increase in gross profit margin by 2026, with premium orders for N4 and N3 expected to double, pushing the gross profit margin to 62%-63%. Source: Zhitong Finance The Taiwan stock market is experiencing high-level fluctuations, with active capital flow